Overview
Assets Under Management: $192 million
Headquarters: BOLIVAR, MO
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 275
Discretionary Accounts: 275
Regulatory Filings
CRD Number: 117287
Last Filing Date: 2025-01-31 00:00:00
Website: https://sia.us.com